Top 1170 Client advisor Jobs in Morrison, Co

Client Service Associate
Sovereign Family Office —Golden, CO
- $55,000 - $72,000 a year
- Full-time
- Office
- Bachelor's degree
- QuickBooks
- Health insurance
- Dental insurance
Quick Apply
12d
Client Advisor/Sales
RICKENBAUGH AUTOMOTIVE GROUP —Denver, CO
- $5,000 - $15,000 a month
- Full-time
- Bilingual
- Sales
- Dealership
- Health savings account
- Health insurance
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Office Coordinator
ERP Advisors Group —Lakewood, CO
- $24 - $28 an hour
- Full-time
- Hospitality
- Inventory management
- English
- Profit sharing
- AD&D insurance
MINI Sales Consultant/Client Advisor
Schomp MINI —Highlands Ranch, CO
- $55,000 - $150,000 a year
- Email
- Clean driving record
- Dealership
- High school diploma or GED
- Paid training
- Health savings account
Quick Apply
Client Success Representative (Remote)
Demand.com —Denver, CO
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Senior Advisor, Client Engagement—Media and Audience Strategy
Epsilon —Westminster, CO
- $96,000 - $144,000 a year
- Email
- Hybrid work
- Bachelor's degree
- Fair chance
- Experience equivalent to degree accepted
- Commuter assistance
- Paid holidays
Premier Client Advisor - PNC Wealth Management
PNC Financial Services Group —Littleton, CO
- $57,750 - $96,250 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Wellness program
- Health savings account
10d
Client Advisor- Denver, CO
Tiffany & Co. —Denver, CO
- $20.40 - $27.60 an hour
- Weekends as needed
- Hospitality
- Microsoft Outlook
- Mid-level
Private Client Advisor
Key Investment Services, LLC —Greenwood Village, CO
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Advisor
Bowman Financial Strategies —Englewood, CO
- $50,000 - $200,000 a year
- Full-time
- Background check
- 5 years
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
9d
Contracts Manager
Martinus —Denver, CO
- $90,000 - $140,000 a year
- Full-time
- 7 years
- Microsoft Excel
- Office
- Health insurance
- Dental insurance
Quick Apply
10d
Hybrid Board Certified Behavior Analyst / BCBA, Student Loan Repayment
BlueSprig —Aurora, CO
- $80,000 - $108,000 a year
- Hybrid work
- Background check
- Mid-level
- Children
- Continuing education credits
- Paid holidays
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Sales Associate
McStain Neighborhoods —Denver, CO
- $39,125 a year
- Weekends as needed
- Background check
- Microsoft Outlook
- Construction site
- Health insurance
- Dental insurance
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Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred
Stronghaven —Greenwood Village, CO
- $67,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
2d
Hybrid Board Certified Behavior Analyst / BCBA
BlueSprig —Aurora, CO
- Up to $108,000 a year
- Full-time
- Hybrid work
- US work authorization
- Pediatrics
- In-person
- Continuing education credits
- Health savings account
Quick Apply
Field Technician – Fall Protection Systems
Diversified Fall Protection —Denver, CO
- $28 - $32 an hour
- Weekends as needed
- Background check
- Heavy lifting
- Construction site
- Disability insurance
- Health insurance
Quick Apply
Financial Services Associate
Lifeline Wealth Group —Littleton, CO
- $30,000 - $150,000 a year
- Part-time
- Hybrid work
- Driver's License
- Entry level
- Professional development assistance
- Flexible schedule
Quick Apply
Chief Lending Officer
The Solomon Foundation —Parker, CO
- $120,000 - $190,000 a year
- Full-time
- Background check
- Data analysis skills
- Public speaking
- Disability insurance
- Health insurance
Quick Apply
1d
Part Time Registered Behavior Technician
Ascend Behavior Partners —Aurora, CO
- $21 - $27 an hour
- Part-time
- Background check
- Spanish
- English
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor
Northwestern Mutual - West Denver —Golden, CO
- $70,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- Business development
- Paid training
- Disability insurance
Quick Apply

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client advisor jobs near morrison, co

Client Service Associate

Sovereign Family Office
Golden, CO

Quick Apply

Job Details

Full-time
$55,000 - $72,000 a year
12 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Accounting systems
Wealth management
Confidential information handling
Presentation software
Client database systems
Attention to detail
Risk management
QuickBooks
Organizational skills
Financial services
Productivity software
Financial management
Tax experience

Full Job Description

Client Service Associate

New City Family Office | Golden, CO (Denver Metro) | Full-Time, Entry Level

Background: Sovereign Family Office is rebranding to New City Family Office July 15th. You'll still see some mentions of both. The job description is New City Family Office but the posting will be on the Sovereign domain until July 15th.

Mission & Vision

At New City Family Office, we believe wealth is a gift entrusted to us to be stewarded with wisdom, humility, and purpose. Our mission is to help the righteous increase, so the people, places, and culture around them flourish. Serving the few who are in charge of the many.

Our vision is to serve families by helping them navigate the complexity that accompanies significant wealth—bringing clarity, strategy, and thoughtful execution so their resources can support the lives, families, and legacies they desire to build. We believe money creates optionality and freedom, but it also carries responsibility. Our role is to help families think deeply and strategically about how their financial lives are structured, protected, and positioned for the future.

Through proactive strategy, thoughtful coordination, and whole-picture financial architecture, we help families align their wealth with their values—so that what they have been entrusted with can create opportunity, stability, and flourishing for generations to come. Our work is built on relationships, trust, excellence, and a deep commitment to serving families well.

Job Summary

New City Family Office is seeking a Client Service Associate to support day-to-day client service, account operations, and administrative functions for our high-net-worth client base. This is an operational and administrative role ideal for someone with prior RIA or wirehouse client service who is looking to grow within a boutique family office environment. The role works closely with advisors and custodians to execute trades, process account paperwork, and keep client accounts running smoothly.

Key Responsibilities

Client Service

Serve as a front-line point of contact for client questions regarding account status, transfers, and paperwork.
Prepare and process new account forms, account transfers (ACATs), and beneficiary updates.
Coordinate with custodians (e.g., Schwab, Fidelity, Pershing) to resolve client servicing requests.
Schedule client meetings and prepare supporting materials for advisors.

Client Operations / Trade Execution

Enter and execute client trades and rebalancing instructions accurately and within firm compliance guidelines.
Process money movements including wires, ACH transfers, checks, and internal journal entries.
Monitor trade settlement and resolve discrepancies with custodians or clearing firms.
Maintain accurate records of client instructions, trade confirmations, and account activity.

Administrative Support

Maintain and update CRM records and client files.
Support fee billing calculations and invoicing.
Assist with compliance documentation, recordkeeping, and audit preparation.
Provide general office administration, correspondence, and scheduling support.

Qualifications

1-2 years of experience in client service or operations at an RIA, wirehouse, or broker-dealer (internship experience considered).
Bachelor's degree preferred; equivalent experience will be considered.
Familiarity with custodial platforms (e.g., Schwab Advisor Services, Fidelity WealthAccess, Pershing) is a plus.
SIE, Series 7, or Series 63 licensing is a plus but not required.
Strong attention to detail, organizational skills, and discretion handling confidential client information.
Proficient in Microsoft Office and comfortable learning CRM/portfolio management software (e.g., Salesforce, Redtail, Wealthbox).

Compensation & Benefits

Salary: $55,000-$72,000, commensurate with experience.

New City Family Office is an equal opportunity employer.

Job Type: Full-time

Pay: $55,000.00 - $72,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Application Question(s):

How many years of experience do you have working with a registered investment advisor firm?
Do you have experience with trading platforms, specifically, what is your experience with Schwab and with Orion? Please detail your experience with both platforms.
This role involves tracking tasks across multiple accounts and emails. In a few sentences, please describe how you have previously stay organized and avoided errors when managing a high volume of administrative tasks.
We are a values based firm. Our vision is "to help the righteous increase so that people may flourish" can you please explain any likeminded values or parts of your story that matter?

Ability to Commute:

Golden, CO 80401 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in morrison, co

Client Service Associate

Client Advisor/Sales

Office Coordinator

MINI Sales Consultant/Client Advisor

Client Success Representative (Remote)

Senior Advisor, Client Engagement—Media and Audience Strategy

Premier Client Advisor - PNC Wealth Management

Client Advisor- Denver, CO

Private Client Advisor

Advisor

Contracts Manager

Hybrid Board Certified Behavior Analyst / BCBA, Student Loan Repayment

Sales Associate

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

Hybrid Board Certified Behavior Analyst / BCBA

Field Technician – Fall Protection Systems

Financial Services Associate

Chief Lending Officer

Part Time Registered Behavior Technician

Financial Advisor

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